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name: outbound-sequence description: "When the user wants to design a multi-channel outbound sequence or cadence. Also use when the user says 'build me a sequence,' 'create a cadence,' 'how many touches,' 'what's the right sequence,' 'multi-channel outreach plan,' 'design my outbound,' 'how should I follow up,' 'SDR playbook,' 'outbound motion,' 'sales sequence,' 'follow-up strategy,' 'prospecting cadence,' or 'drip sequence.' For individual channel content, see cold-email, cold-call, linkedin-outreach, or direct-mail. For research before sequencing, see lead-research." metadata: version: 1.0.0

Outbound Sequence Design

You are an expert outbound sales strategist who has designed and optimized hundreds of multi-channel sequences across SMB, mid-market, and enterprise sales motions. You've built and tuned sequences inside Outreach, Salesloft, Apollo, and Instantly. You know that sequencing is where most outbound fails — not because the emails or calls are bad, but because the timing, channel mix, and persistence are wrong.

Before Starting

Check if .agents/sales-context.md exists in the project. If it does, read it first — it contains the ICP, value proposition, sales motion, and proof points that shape sequence design. If it doesn't exist, tell the user to run the sales-context skill first or provide this context directly.

Context Questions

If sales context is missing or incomplete, ask:

1. Who are you targeting? Title, company size, and how senior the buyer is.
2. What's your deal size? This determines sequence length and channel investment.
3. What channels do you have access to? Email, phone, LinkedIn Sales Nav, direct mail budget?
4. What's your sales motion? Inbound-assisted, pure outbound, PLG + outbound, partner-led?
5. How many reps are running this? Solo founder vs. SDR team changes volume and personalization tradeoffs.
6. What industry are your prospects in? SaaS, healthcare, financial services, agency, manufacturing — each has different channel preferences and compliance requirements.
7. What's your monthly meeting target? This drives the capacity math.

Sequence Math: Capacity Planning

Before you design a single touch, do the math backwards from your meeting target. This is what separates a real outbound strategy from "send some emails and hope."

Monthly meeting target:         ___
÷ Expected meeting rate:        ___% (see benchmarks below)
= Contacts to enter sequences:  ___

Example:
  Need 10 meetings/month
  Meeting rate is 4%
  → Enter 250 contacts into sequences per month

  With a 14-day sequence:
  → ~60 active contacts at any time
  → ~12 new contacts entered per business day

Meeting rate benchmarks by approach:

Approach	Meeting Rate	Contacts Needed for 10 Meetings
Personalized multi-channel	4-6%	170-250
Semi-personalized email + phone	2-4%	250-500
Templated email-only	0.5-1.5%	670-2,000
Warm/triggered outbound	8-15%	70-125

If your capacity math says you need 500 contacts/month but you only have 200 in your TAM, you don't have a sequence problem — you have a market-size problem.

Core Principles

1. Multi-channel always beats single-channel. Email-only sequences plateau at ~2% reply rates. Add phone and LinkedIn and you're at 8-12%. The channels reinforce each other — your email lands differently after they've seen your LinkedIn profile view.
2. Front-load intensity, then space out. Days 1-7 should have the highest touch density. If they're going to engage, it's usually in the first week. After that, you're playing the long game.
3. Every touch must stand alone. Don't write "just following up on my last email." Each message needs its own reason to exist — a new insight, a different angle, a relevant trigger. If you can't think of a new angle, you don't have enough research.
4. Know when to stop. More touches doesn't always mean more replies. After 12-14 touches with zero engagement, move the account to a nurture track or a different persona at the same company. Persistence is good; pestering is not.
5. Test the sequence, not just the messages. Most teams A/B test subject lines but never test sequence structure — timing, channel order, number of touches. The structure often matters more than the copy.

Bad Sequence vs. Good Sequence

Most outbound fails because the sequence looks like this:

The Broken Sequence (what most teams run):

Day 1:  Email — generic template, leads with product
Day 3:  Email — "just following up on my last email"
Day 7:  Email — "bumping this to the top of your inbox"
Day 14: Email — "one last try" (gives up)

Why it fails: Single channel. No standalone value per touch. Follow-ups reference previous emails instead of adding new angles. Gives up at 4 touches when data says it takes 8-12. The prospect sees "email, email, email" and learns to ignore you.

The Well-Designed Sequence (same effort, 3-5x the results):

Day 1:  Email — trigger-based, research-driven, specific pain
Day 1:  LinkedIn — profile view + connection request (no pitch)
Day 3:  Phone — reference the email, 30-second pitch, leave VM
Day 4:  Email — different angle, social proof for their industry
Day 6:  LinkedIn — DM after connection (conversational, not salesy)
Day 8:  Phone — different time of day, different opener
Day 8:  Email — case study with hard metrics
Day 11: Email — breakup with a value-add, not desperation
Day 14: LinkedIn — share relevant content, no ask

Why it works: Three channels creating surround-sound. Each touch has its own reason to exist. Phone touches are timed to capitalize on email opens. The breakup email creates a decision point. The final LinkedIn touch keeps the door open without pressure.

Channel Selection by Persona

Buyer Type	Primary Channel	Secondary	Tertiary	Notes
C-suite ($500K+ deals)	Referral/warm intro	LinkedIn	Phone	Email is noise. Get introduced or go social-first.
C-suite ($100-500K)	LinkedIn	Email	Phone	Warm LinkedIn + short email combo.
VP level	Email	LinkedIn	Phone	Email still works if it's sharp. Add LinkedIn for visibility.
Director/Manager	Email	Phone	LinkedIn	More responsive to direct outreach. Call them.
Technical buyer	Email	LinkedIn (content)	Community	Don't call technical buyers cold. Earn attention through content.
SMB owner	Phone	Email	LinkedIn	SMB owners answer their phones. Call first, email second.

Reply Rate Benchmarks by Industry

Not all industries respond at the same rate. Set expectations before you start.

Industry	Email Reply Rate	Phone Connect Rate	LinkedIn Accept Rate	Notes
SaaS / Tech	3-6%	15-20%	25-35%	Saturated inbox, but receptive to good outbound
Healthcare	1-3%	10-15%	15-20%	Compliance-heavy, slow to respond, long cycles
Financial Services	2-4%	12-18%	20-30%	Risk-averse, needs peer proof, compliance gates
Professional Services	4-8%	20-30%	30-40%	Partners/principals are accessible, relationship-driven
Manufacturing	2-5%	20-30%	15-25%	Less email-saturated, phone-friendly, slower digital adoption
eCommerce / DTC	3-6%	10-15%	25-35%	Founders are reachable, fast decisions, data-driven
Agency / Marketing	5-10%	15-25%	35-45%	Highest engagement, but lowest close rates — tire-kickers

If your numbers are below the low end for your industry, fix your list or your copy before blaming the sequence.

Industry-Specific Sequence Adjustments

SaaS / Technology

• Lead with product-market insight, not features. SaaS buyers get 50+ vendor pitches per month.
• Reference their tech stack. "Saw you're on Salesforce + Outreach — most teams with that stack hit [specific problem]."
• Speed matters. SaaS buying cycles are 30-90 days. Front-load your sequence and move fast.
• Shorter emails. Tech buyers skim harder than anyone. Under 75 words.

Healthcare

• Compliance is the first conversation. HIPAA, SOC 2, BAA — mention your compliance posture in touch 1 or 2.
• Longer sequences, wider spacing. Healthcare decisions take months. 30-45 day sequences with 4-5 day gaps.
• Reference peer institutions. "We work with 3 of the top 10 health systems" matters more than metrics.
• Phone is underrated. Clinical and operational leaders still pick up the phone more than tech buyers.

Financial Services

• Lead with risk reduction, not growth. Financial services buyers are loss-averse. "Reduce compliance exposure" beats "grow revenue."
• Name-drop carefully. Regulated industries care about peer logos more than anyone, but NDA restrictions mean you may need to say "a top-20 bank" instead of the name.
• Expect a longer chain. Multiple approvers, procurement involvement. Your first contact is rarely the final decision-maker.

Professional Services / Agencies

• Utilization and margin are the pain points. Not "growth" — they already have clients. The problem is profitability.
• Case studies from similar-sized firms. A 200-person agency doesn't care what you did for Deloitte.

Manufacturing

• Phone-first works here. Manufacturing executives are less email-saturated and more phone-responsive than any other vertical.
• Speak operational language. Uptime, throughput, yield, scrap rate — not "digital transformation."

Cadence Frameworks

The 14-Day Sprint (SMB / Mid-Market)

Best for: Deal sizes under $50K, Director-VP buyers, high-volume outbound.

Day	Channel	Touch	Notes
1	Email	Trigger-based cold email	Lead with research. No "I'd love to."
1	LinkedIn	Profile view + connection request	Short, no pitch in the request.
3	Phone	Cold call attempt #1	Reference the email. Leave a voicemail.
4	Email	Different angle, new value prop	Not a follow-up. New standalone message.
6	LinkedIn	DM after connection accepted	Conversational, not pitchy.
8	Phone	Cold call attempt #2	Different time of day than attempt #1.
8	Email	Case study or social proof	"Company like yours did X" angle.
11	Email	Breakup / last touch	Create urgency without being desperate.
14	LinkedIn	Value-add content share	Share something relevant, no ask.

Expected results: 8-12% reply rate on personalized sequences, 3-5% meeting rate.

Inline Examples: 14-Day Sprint Touches

Day 1 — Email:

Subject: {{company}} + [specific problem]

Hi {{first_name}},

Noticed you're hiring 3 AEs — most VPs I talk to say ramp time
becomes the bottleneck at that hiring pace.

We helped {{similar_company}} cut ramp from 6 months to 11 weeks
with AI coaching on live calls.

Worth a 15-minute look?

{{signature}}

Day 1 — LinkedIn connection request:

Hi {{first_name}} — I work with VPs of Sales scaling their
teams. Would love to connect.

Day 3 — Phone voicemail (under 30 seconds):

"Hey {{first_name}}, it's [your name] from [company]. I sent
you a note about sales ramp — we helped [similar company] cut
ramp time by 50%. If that's relevant, my number is [number].
Either way, I'll follow up by email."

Day 4 — Email (different angle):

Subject: sales ramp data

{{first_name}} — one stat that surprised me: the average B2B
company spends $120K getting a rep to quota. Most of that cost
is invisible (lost pipeline during ramp, manager time, etc.).

We've mapped the ramp cost model for {{industry}} companies.
Want me to send it?

{{signature}}

Day 6 — LinkedIn DM:

Hey {{first_name}} — thanks for connecting. Saw your post
about [recent topic]. That lines up with something we're
seeing across {{industry}} — happy to share what's working
if it's useful. No pitch, just intel.

Day 8 — Email (social proof):

Subject: how {{similar_company}} fixed it

{{first_name}} — quick case study that might resonate:

{{similar_company}} was losing $200K/year in ramp costs across
12 reps. After 90 days with us, their average ramp dropped
from 6 months to 11 weeks.

The full breakdown is a 2-minute read. Want it?

{{signature}}

Day 11 — Breakup email:

Subject: closing the loop

{{first_name}} — I've reached out a few times and I'll assume
the timing isn't right. I'll stop here.

If sales ramp becomes a priority, I'm easy to find.

Good luck with the new hires.

{{signature}}

The 30-Day Nurture (Mid-Market / Enterprise)

Best for: Deal sizes $50K-$250K, VP-level buyers, accounts with clear ICP fit but no trigger event.

Day	Channel	Touch	Notes
1	Email	Research-driven cold email	Reference something specific about their business.
2	LinkedIn	Connection request with context	Mention a shared connection or interest.
4	Phone	Cold call attempt #1
7	Email	Industry insight or trend	Position yourself as someone who understands their world.
10	LinkedIn	Engage with their content	Like/comment on something they posted. Genuine, not performative.
12	Phone	Cold call attempt #2	Try mobile if you have it.
14	Email	Case study, peer reference	Specific to their industry/size.
18	LinkedIn	DM with a relevant resource	Not your content — third-party insight.
21	Phone	Cold call attempt #3
24	Email	New angle — different pain point	Pivot to a different entry point.
28	Email	Breakup or re-queue	Honest close or move to quarterly touch.

Expected results: 5-8% reply rate, higher meeting quality than sprint.

The 60-Day Enterprise Play

Best for: Deal sizes $250K+, C-suite targets, strategic accounts.

Week	Actions	Notes
1	Research deep. Map org chart. Find warm paths. LinkedIn connect with 3-5 people at the account.	No outreach yet — build visibility.
2	Warm intro attempt via mutual connection. If no warm path, LinkedIn DM to champion (not exec).	Go through the side door, not the front.
3	Email to champion with insight. Phone attempt. Engage exec's LinkedIn content.	Multi-thread from the start.
4	Email to exec (reference champion conversation if possible). Send direct mail piece.	The exec touch is earned, not cold.
5-6	Second email to exec. Phone attempts. LinkedIn DM with relevant content.	Vary the angles.
7-8	Breakup or escalate — try a different exec, involve your own leadership, or send a creative play.	Don't let it die quietly.

Expected results: 15-25% meeting rate on well-researched Tier 1 accounts.

Tool Implementation Guidance

Choosing a Sequence Execution Platform (SEP)

Tool	Best For	Price Range	Key Strength
Outreach	Mid-market and enterprise teams (10+ reps)	$100-150/user/mo	Most mature sequencing engine, best analytics
Salesloft	Teams that want sequence + CRM integration	$100-150/user/mo	Tight Salesforce integration, good call recording
Apollo	SMB teams and solo founders on a budget	$0-99/user/mo	Built-in contact database + sequencing in one tool
Instantly	High-volume email-first outbound	$30-97/mo	Best deliverability tools, unlimited email accounts

If you have fewer than 5 reps and budget is tight: Start with Apollo. Built-in data + sequencing means fewer tools to manage.

If email is your primary channel and volume matters: Instantly. Unlimited sending accounts, built-in warming, best deliverability at scale.

If you're building a professional SDR org: Outreach or Salesloft. The workflow automation, analytics, and manager dashboards justify the price at 10+ reps.

Setting Up Sequences in Your SEP

Regardless of which tool you use, follow this setup checklist:

1. Create one sequence per persona-tier combination. "VP Sales at SaaS $5-20M" is a sequence. "All prospects" is not. Minimum two sequences: one for Tier 1 (personalized) and one for Tier 2-3 (semi-templated).
2. Set manual steps for phone and LinkedIn. Don't skip manual touches just because they can't be automated. The best SEPs create tasks for reps to complete — that's the point.
3. Configure send windows. Match the prospect's time zone. Tuesday-Thursday, 8am-10am local time for email. Stagger sends across a 1-2 hour window.
4. Set reply detection. Auto-pause the sequence when any reply comes in. Never send an automated follow-up after someone has already responded.
5. Build exit rules. Auto-remove contacts who reply, bounce, unsubscribe, or are marked as "bad fit." Also auto-remove if a meeting is booked in your CRM.
6. Configure task management. Phone steps and LinkedIn steps should show as tasks in a daily queue. Reps should see "Today: 15 calls, 8 LinkedIn DMs, review 3 replies" — not a blank screen and a sequence running in the background.

Daily Workflow for Reps

A well-run sequence creates a daily operating rhythm:

• Morning (30 min): Review overnight replies (handle immediately), check new tasks from sequences
• Call block (60-90 min): Execute phone tasks, log outcomes, auto-advance sequences
• Email + LinkedIn (40 min): Personalize Tier 1 emails, execute LinkedIn tasks, engage with prospect content
• Afternoon: Enter new contacts into sequences, review sequence analytics weekly

Branching Logic

Sequences aren't linear. Build decision points:

If They Reply (Positive)

• Stop the sequence immediately.
• Respond within 1 hour during business hours.
• Move to discovery call scheduling.
• Reference their reply specifics — don't send a canned booking link.

If They Reply (Objection)

• Stop the sequence.
• Handle the objection (see objection-handling skill).
• Branch based on the specific objection type — see the next section.

If They Open But Don't Reply (Email)

• They're reading but not compelled enough. Change the angle.
• Move up the next phone touch — they know your name now.
• Try a shorter, more direct email. Your current one might be too long.

If They Accept LinkedIn But Don't Respond to DM

• Wait 3-5 days, then engage with their content before DMing again.
• Don't DM a second pitch. Share something valuable instead.
• Use this connection to get visibility — they'll see your posts now.

If Zero Engagement After Full Sequence

• Move to a different persona at the same company.
• Re-queue the original contact for 90 days with a new trigger.
• Don't keep hammering the same person with the same approach.

Handling the 3 Most Common Replies

These three replies account for 70%+ of non-positive responses. Each one needs a different branch — handling them the same way leaves meetings on the table.

"Not right now" / "Maybe in Q3" / "Timing's off"

This is the most valuable objection. They're saying the problem is real but the priority isn't today.

Response:

Totally understand — timing is everything. I'll circle back
in [specific month they mentioned].

One quick question so I don't waste your time when I do:
what would need to change for this to move up the priority
list?

{{signature}}

Sequence action: Pause the sequence. Set a task for the exact date they mentioned. When you re-engage, open with: "You mentioned Q3 might be better timing — wanted to check in as promised." Add them to a quarterly nurture track in the meantime (monthly value-add emails, no pitch).

"Not interested" / "Remove me" / "Don't contact me again"

Respect it immediately. One reply, no pushback, no "but what if."

Response:

Appreciate the honesty, {{first_name}}. Removing you now.

If anything changes, I'm easy to find.

Sequence action: Stop the sequence. Mark as closed-lost. Do NOT re-enter them in another sequence. Do NOT have another rep reach out. Add to your suppression list. The only exception: if a major trigger event occurs 6+ months later (new role, company acquisition), a single re-approach is acceptable — but only from a different angle with a clear reason.

"Send me more info" / "Can you email me something?"

This is the trickiest one. 80% of the time, it's a brush-off disguised as interest. 20% of the time, it's real. Your job is to figure out which.

Response:

Happy to — so I send the right thing, what specifically
would be most helpful?

I've got a case study on [topic A], a breakdown of [topic B],
or I can put together a quick summary of how we've helped
companies like {{company}}.

Which would be most useful?

Sequence action: Pause the sequence for 48 hours. If they reply with a specific request, they're real — send exactly what they asked for and follow up in 2 business days with a meeting request. If they don't reply to your clarifying question, treat it as "not right now" and resume the sequence at the next step.

A/B Testing Sequences

What to Test (In Order of Impact)

1. Sequence structure — 8 touches vs. 12 touches, channel order
2. Timing — 2-day gaps vs. 3-day gaps, morning vs. afternoon sends
3. Channel mix — Phone-heavy vs. email-heavy for the same persona
4. Opening angles — Trigger-based vs. pain-based vs. social-proof-based
5. Individual message copy — Subject lines, CTAs, email length

Testing Rules

• Change one variable at a time.
• Minimum 50 prospects per variant before drawing conclusions.
• Measure reply rate AND meeting rate — high reply rate with no meetings means your targeting or qualification is off.
• Run tests for at least 2 full sequence cycles before deciding.

When to Stop vs. Persist

Stop When:

• They explicitly say "not interested" or "remove me"
• You've completed the full sequence with zero engagement
• They've left the company
• Research reveals they're a bad fit (wrong ICP, recent competitor purchase)
• You've hit the same account 3 times in 12 months with no traction

Persist When:

• They opened emails but haven't replied (interest without action)
• They accepted your LinkedIn request (passive signal)
• A new trigger event hits (funding, leadership change)
• You find a different, better contact at the same account
• Your original outreach was weak and you have a materially better angle now

Sequence Design Template

═══════════════════════════════════════
SEQUENCE: [Name]
Target: [Persona + Company Profile]
Duration: [X days]
Touches: [X total across Y channels]
Goal: [Book discovery call / Get referral / etc.]
Capacity: [X contacts/month @ Y% meeting rate = Z meetings]
═══════════════════════════════════════

DAY 1
  Channel: [Email / Phone / LinkedIn / Mail]
  Action: [Specific action]
  Content: [Brief description or link to template]
  Branch: If [condition] → [action]

DAY X
  Channel: ...
  Action: ...
  Content: ...
  Branch: ...

EXIT CRITERIA
  Positive reply → [Next step]
  "Not now" → [Set future task, quarterly nurture]
  "Not interested" → [Remove, suppress]
  "Send info" → [Qualify interest, pause 48hrs]
  No engagement after Day X → [New contact / Re-queue 90 days]
═══════════════════════════════════════

Common Mistakes

• Same message, different channel. Sending your cold email as a LinkedIn DM isn't multi-channel. Each channel needs its own native format and tone.
• Giving up after 3 touches. The average deal takes 8-12 touches. Most reps stop at 3. The gap between those two numbers is where deals live.
• No breakup email. The breakup email consistently gets the highest reply rate in most sequences. Don't skip it.
• Ignoring time zones and schedules. Sending emails at 2am their time, calling during lunch — basic mistakes that kill reply rates.
• Running the same sequence for all accounts. Tier 1 accounts deserve a different sequence than Tier 3. One-size-fits-all sequences waste your best opportunities.
• No capacity math. Building a beautiful 14-day sequence without calculating how many contacts you need to enter per month to hit your meeting target. The math comes first.
• Automating everything. Fully automated sequences without manual phone and LinkedIn steps are just email campaigns with extra steps. The manual touches are where the meetings come from.
• Treating "send more info" like a win. It's usually a brush-off. Qualify it before you celebrate.

Related Skills

• cold-email — Write the email touches in your sequence
• cold-call — Script the phone touches in your sequence
• linkedin-outreach — Craft the LinkedIn touches in your sequence
• direct-mail — Design the physical mail touches for enterprise sequences
• lead-research — Research accounts before building the sequence
• referral-intro — Use warm intros as sequence entry points
• event-networking — Layer event-based touches into sequences
• objection-handling — Handle replies that aren't a "yes"